See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,096 | $99,020-86.8% | $86,590-84.9% | $147,584-91.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 321.63% | 1312.34%-990.7pp | 964.84%-643.2pp | 578.55%-256.9pp |
| Employer contribution / active EE | $4,231 | $3,132+35.1% | $2,839+49.0% | $4,876-13.2% |
| Participant deferral / active EE | $6,999 | $3,972+76.2% | $3,609+93.9% | $5,439+28.7% |
| Admin fee / account holder | $43 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |